Remote CFP/CFA Wealth Planner for AI Advice

Confidential; United States; Remote; USD 117,000 - 165,000; Part time

Benefits offered by this job

Fully remote

Flexible hours

Job summary

Confidential is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to evaluate and improve advanced AI systems on realistic personal financial planning scenarios. You will work through complex household cases, completing well-scoped tasks that mirror real comprehensive planning and advice work.

This fully remote contract role offers flexible hours and the opportunity to assess retirement, tax, investment, and estate planning recommendations, with clear

Qualifications

• Active CFP certification and/or CFA charter.
• 5+ years of hands-on, client-facing financial planning or wealth management experience.
• Based in the United States, with strong knowledge of US tax, retirement, and investment rules.
• Excellent attention to detail and clear written communication.

Responsibilities

• Build, review, and critique comprehensive financial plans for realistic client households.
• Evaluate AI-generated recommendations on retirement, tax, investment, insurance, and estate planning for accuracy, suitability, and completeness.
• Provide clear, structured written explanations of your reasoning and the advice you would give a real client.

Skills

CFP® certification

CFA charter

Client-facing planning

US tax knowledge

Job description

Confidential is seeking experienced financial planners and wealth advisors (CFP® and/or CFA charterholders) to evaluate and improve advanced AI systems on realistic personal financial planning scenarios. You will work through complex household cases, completing well-scoped tasks that mirror real comprehensive planning and advice work.

This fully remote contract role offers flexible hours and the opportunity to assess retirement, tax, investment, and estate planning recommendations, with clear